Financial markets caught off guard by sticky US CPI

Equity and bond markets sold off after US CPI data topped estimates. The tech heavy Nasdaq was hit the hardest while the broader S&P 500 fell back below the 5,000 mark. Yields increased strongly. Dario Messi, Fixed Income Strategist, talks about how to position in such a market. And Mathieu Racheter, Head of Equity Strategy, gives an update on the earnings season.00:00 Introduction by Bernadette Anderko (Investment Writing)00:24 Markets wrap-up by Jan Bopp (Investment Writing)07:18 Bond Market update by Dario Messi (Fixed Income Strategy)12:02 Earnings Season update by Mathieu Racheter (Head of Equity Strategy)17:01 Closing remarks by Bernadette Anderko (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.